Analysis

TradingKey - Following TD Cowen's price target hike on Micron (MU) to $1,500, two more top investment banks have raised their price targets for the company. Among them, Deutsche Bank significantly raised Micron Technology's price target from $1,000 to $1,500 in its latest research report, while Citi sharply lifted its target from $840 to $1,200. Driven by the target upgrades from several top Wall Street investment banks, Micron hit an all-time intraday high of $1,133.24 today. As of press time, it was still up 8.12% at $1,127.94, with its latest market capitalization reaching $1.27 trillion, just a 15% gain away from Meta's $1.47 trillion market cap.

TradingKey - As an AI super-unicorn with a valuation approaching $1 trillion, Anthropic's IPO process has constantly commanded the attention of global capital markets. In the public market, are there other avenues to capture the spillover opportunities arising from Claude's valuation upside? Can investors indirectly share the dividends of this technological revolution by investing in other segments of the AI industry chain?

TradingKey - In early U.S. trading, SpaceX (SPCX) extended its losses from the previous session, dropping more than 7% intraday. As of press time, it was down 6.46% at $179.43, bringing its two-day decline to over 10%. With its latest market capitalization reaching 2.36 trillion yuan, it is the sixth-largest company in the U.S., trailing only Amazon. According to market sources, SpaceX and Tesla (TSLA) may merge to create a tech behemoth spanning rockets, artificial intelligence, satellites, electric vehicles, robotics, energy, and social media.

Micron Technology rose another 5% today, once again approaching its all-time high, as numerous investment banks remain bullish on the stock reaching new heights.

Tradingkey - SpaceX (SPCX) is beginning to show signs of cooling down after its strong post-listing rally. Yesterday (June 17), SPCX recorded its first full-session decline since listing, with its share price closing down 4.95% at $191.82, after hitting an intraday low of $187—a pullback of approximately 15% from its previous peak of $225.64. In pre-market trading today, SPCX continued to weaken, slipping over 3% at one point. This indicates that short-term profit-taking is accelerating, and market sentiment has shifted from the previous one-sided chasing of gains to growing divergence.

TradingKey - Marvell MRVL at $297.30, clearing EMA50 in ascending channel. Q1 FY2027: $2.418B revenue +28%, Data Center $1.833B. FY2028 guidance raised to $16.5B. RSI 55.31 neutral-bullish. Target $317.45.

TradingKey - As SpaceX (SPCX) lists on Nasdaq, an unprecedented retail investing frenzy is sweeping Wall Street. According to the latest data from Vanda Research, net retail purchases of the stock reached as high as $369.8 million in the first three trading days following its debut.

TradingKey - On Thursday Eastern Time, futures on the three major US stock indexes rose in unison in pre-market trading, as market sentiment recovered significantly from the previous trading session. Although Federal Reserve Chairman Kevin Warsh struck a hawkish tone after his first policy meeting, prompting the market to reprice the risk of rate hikes this year, an interim agreement signed between the US and Iran and improved shipping expectations in the Strait of Hormuz continued to weigh on international oil prices, easing concerns over energy inflation and boosting risk appetite for tech stocks.

TradingKey - SpaceX SPCX at $191.82 after announcing a $60B all-stock acquisition of Cursor-maker Anysphere just 6 days post-IPO. Morningstar cut fair value to $62. August float unlock looms. RSI 46–47 neutral.

Nebius shares rose over 5% but have yet to break through the $300 mark, warranting caution over pullback risks.

TradingKey - U.S. President Trump made a blockbuster announcement on his personal social media platform Truth Social on Thursday, declaring that Apple (AAPL) has officially reached a partnership agreement with Intel (INTC) to jointly conduct chip design and manufacturing operations domestically in the United States. Following the news, Intel shares surged over 9% in pre-market trading.

Cathie Wood bought Coinbase low and sold Robinhood high, precisely capturing the inverse stock price movements of the two.

TradingKey - According to a Wall Street Journal report, Apple CEO Tim Cook admitted in an interview that as memory and flash memory prices continue to rise, it has become difficult for the company to fully absorb the costs, making future product price increases "inevitable."

TradingKey - On June 18, Seoul time, SK hynix announced that it has supplied samples of 12-layer stacked HBM4E to major customers. The company stated that, leveraging the development capabilities and mass production experience accumulated from previous generations of HBM, the sample delivery is progressing as planned. Moving forward, it will work closely with customers to ensure timely mass production.

TradingKey - On June 17, Eastern Time, the Federal Reserve’s dot plot sent a strongly hawkish signal. Renewed expectations of interest rate hikes weighed on the market, causing all three major indices to decline, with the Nasdaq falling for the second consecutive day.

TradingKey - On June 17, Eastern Time, the Federal Reserve's dot plot sent a clear hawkish signal. Reignited rate hike expectations put the market under pressure, causing all three major indices to close lower. By the close, the Dow Jones Industrial Average fell 0.98% to 51,492.55 points; the Nasdaq Composite Index fell 1.34% to 26,021.66 points; and the S&P 500 Index fell 1.21% to 74,201.10 points.

TradingKey - On June 16, during early US trading, SpaceX (SPCX) reversed its earlier gains. As of press time, it was down 3.85% at $194.03, bringing its latest market capitalization to $2.57 trillion, temporarily ranking as the sixth-largest company in the US. During yesterday's session, SpaceX's ma

TradingKey - SpaceX, the space exploration technology company under US tech giant Elon Musk, announced that it will acquire Anysphere, the parent company of AI code editor Cursor, for $60 billion. This transaction marks another major move by SpaceX in the artificial intelligence sector and will further consolidate the leading position of Musk's companies in the tech industry.

TradingKey - SpaceX SPCX hit an intraday high of $225.64 on June 16 before pulling back to $205.96. Former Nasdaq CEO Robert Greifeld says SPCX trades on aspiration, not fundamentals. RKLB joins Nasdaq-100 in 5 days. Fib target $222.80.

TradingKey - On Wednesday Eastern Time, US stock index futures were mixed in pre-market trading, as the broader market maintained a cautious yet firm tone. Investors are awaiting the Federal Reserve's June interest rate decision, as well as the inaugural press conference of the new Fed Chair, Kevin Warsh. While a temporary US-Iran agreement recently triggered a sharp decline in oil prices, easing market anxieties over energy inflation, investors continue to assess the implementation details of the deal and whether the Federal Reserve will deliver more hawkish interest rate signals.